Best Financial Advisors in San Clemente 2022
We scored 25 Financial Advisors in San Clemente and Picked the Top 10
Here are the Picks:
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Apriem Advisors
Apriem Advisors is an independent firm that has been serving clients in San Clemente and neighboring areas since 1998. It offers financial services to industrial retirees, women of wisdom, multi-generational families, and charitable and nonprofit organizations. Its services include foundational asset management, financial and estate planning, portfolio construction, and market analyses. Co-founder Harmon A. Kong has CFP and AIF designations. He worked in an investment firm for almost a decade before founding Apriem with Mark Iwamoto, who holds an MBA.
Atomi Financial Group
Atomi Financial Group lends its expertise to individuals, families, businesses, and non-profit clients in San Clemente and nearby areas. The firm offers financial planning, legacy planning, investment solutions, debt elimination, and business-related services. Some of its financial planning specialties include planning for women, divorcing individuals, asset protection, and tax reduction, as well as Social Security analysis and probate support. Each of the firm's fiduciaries holds more than 15 years of industry experience.
Capital Financial
Capital Financial is an independent firm that serves the San Clemente metro and its surrounding areas. It helps clients through numerous financial services—such as tax, investment, and estate planning—that seek to match strategies with common milestones. It also helps manage debt, offering to restructure debts and liabilities with the aim of improving clients' cash flows. It also analyzes retirement plans and devises improvements or alternatives, as necessary. Capital Financial's team shares a combined experience of more than 100 years.
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Dowling & Yahnke Wealth Advisors
Dowling & Yahnke Wealth Advisors has been serving clients in San Clemente and the surrounding communities for more than three decades. It offers financial and retirement planning services. Its investment management process involves developing plans based on clients' long-term goals, risk tolerance, and liquidity needs. It also advises on various charitable giving strategies and equity compensation management. The company's president, William G. Beamer, is a San Diego native who holds Certified Financial Planner and Chartered Financial Analyst designations.
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Emerald Blue Advisors
Emerald Blue Advisors is a firm that serves San Clemente. Its advisors create goal-based plans to help people manage every phase of their financial lives. They advise clients about investing in securities like ETFs, mutual funds, and UITs to grow their wealth. They offer life and long-term care insurance to protect them from financial risks. The firm’s other services include legacy, retirement income, and tax planning, as well as Social Security maximization. Emerald Blue Advisors carries over 20 years of industry experience.
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Lifetime Financial Advisors
Lifetime Financial Advisors has been assisting clients in San Clemente and the surrounding areas since 1980. The company provides financial and wealth planning services, and concentrations on investments and retirement are on offer. Its financial planning services include cash flow and debt management, tax reduction strategies, net worth expansion, and asset protection plans. It uses financial management strategies, risk tolerance assessments, and market trends to guide families and individuals to their financial goals. CEO Steve Van Houten is a CFP with over four decades of industry experience.
NCG Financial
NCG Financial is a wealth management firm that serves individuals and families from San Clemente and the surrounding areas. Its team provides financial planning services, including tax, retirement, estate, and college planning. It also advises on financial concepts and products such as 401(k), 403(b), bonds, common stock, and brokerage accounts. Founder Kenneth C. Annaloro Jr. has been working in the financial services industry for more than two decades. He is an Investment Advisor Representative.
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Overland & Shanahan Wealth Advisors, Inc.
Overland & Shanahan Wealth Advisors, Inc., serves individuals, business owners, and executives in San Clemente. It offers personalized financial planning services that analyze clients' financial decisions and help them develop and establish financial goals. It handles estate and retirement planning, investment and tax management, and education expense planning. The company also assesses current insurance policies to look for better choices. Its founding partner, John P Overland, is a veteran with over 60 years of experience in financial planning.
Tax & Financial Group
Tax & Financial Group is an independent firm that serves clients in the San Clemente area. It provides comprehensive financial services, such as risk management, financial planning, estate planning, and business advisory. It offers investment portfolio management, company-sponsored retirement plans, mutual funds, money manager analysis, and annuities. Its family wealth counseling includes redistribution of social capital, increased discretionary income, planned giving services, and philanthropic strategies. The company was recognized as part of the Top 20 of the Orange County Business Journal's 2020 List of Financial Advisors.
Trusted Financial Advisors
Trusted Financial Advisors is a firm that serves clients in San Clemente. It provides financial planning, wealth management, investment advice, portfolio management, and retirement planning services. It also offers income tax analysis, business planning, estate plan analysis, and annuity review. Its team has experience in bonds, stocks, corporate cash management, financial analysis, and risk management. Gary Miller, the company's financial advisor, is a CFP with over 30 years of industry experience. He has been featured in The Wall Street Journal, International Herald Tribune, and Barron's Magazine.